Round Table Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Round Table Services’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$250K	Hold	4,319	–	–	0.05%	126
2022 Q2	$261K	Hold	4,319	–	–	0.05%	127
2022 Q1	$330K	Sell	4,319 -67	-2%	-$5.03K	0.06%	118
2021 Q4	$367K	Buy	+4,386	New	+$353K	0.07%	100

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Round Table Services's IVW Position: Q3 2022 in Review

Round Table Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2022 at 4,319 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #126.

Round Table Services first reported a position in IVW in Q4 2021 and has held it in 4 quarters since. The position peaked at $367K in Q4 2021. 1,193 funds tracked by Wall St. Rank hold IVW as of Q3 2022.

Round Table Services held 4,319 shares of iShares S&P 500 Growth ETF worth $250K as of Q3 2022.
Round Table Services left its iShares S&P 500 Growth ETF share count unchanged in Q3 2022.
iShares S&P 500 Growth ETF made up 0.05% of Round Table Services's portfolio in Q3 2022, its #126 holding.
Round Table Services first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 4 quarters since.
Round Table Services's iShares S&P 500 Growth ETF position peaked at $367K in Q4 2021.
1,193 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2022.

Based on Round Table Services's 13F filing for Q3 2022, filed 25 Oct 2022.